2.0 Feature Update: Our Accounting Facelift

Cashflow is your practice's lifeblood. Without clear insight into your practice's financials, managing your day-to-day with confidence and ease becomes a Sisyphean task. We believe accounting should never be an enigma or an enemy — it's your greatest asset to empowering you to do what you love!

For that reason, we're constantly working to ensure that nothing in your practice is a mystery. Hence, accounting is now transparent, streamlined, and the information you need quickly is upfront and on display.

Our Improvements

TA2.0's new accounting features reflect both your feedback and our internal analysis on TA2.0's original accounting interface. We've made it easier to follow the lifecycle of a client's account and see that payments are up to date. We re-examined the information shared on each screen to ensure that's displayed is the information you actually need. And, we've worked to make navigation just a little bit more intuitive.

Billing & Insurance Main Screen

Oldest Open Balance Box

Shifted to the right side of the screen

Reorganized to display based on client last names (was previously organized by appointment date (date of service))